Get the Salesforce report every day and notify on Slack.

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■Overview

This is a flow that retrieves Salesforce reports daily and automatically notifies Slack.

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■Recommended for

1. Those who want to understand the performance of the sales team in real-time

Sales team leaders and managers
Sales analysts and business intelligence personnel

2. Those who regularly use Salesforce reports

Marketing personnel conducting data analysis using Salesforce
Executives and administrators evaluating performance using Salesforce reports

3. Those who regularly use Slack

Business teams communicating within the team using Slack
Project teams sharing information and managing tasks using Slack

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■Benefits of using this template

・Salesforce reports are automatically notified to Slack daily, allowing the entire team to share the latest sales data.

・It saves the effort of manually retrieving and sharing reports, improving work efficiency.

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■Notes

‍・Please integrate Salesforce and Slack with Yoom.

・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections of the set flow bot will result in errors, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

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About the Apps You Use

Salesforce

With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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Salesforce

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Slack

Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.

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Slack